Estate Management Professional

4 days ago


Exeter, Devon, United Kingdom Michael Page (UK) Full time

About Our Client

Michael Page (UK) is proud to partner with a leading Devon-based firm of chartered accountants, renowned for their exceptional reputation and standing as one of the region's leading providers of accounting, tax, and advisory services to a diverse range of clients.

Key Highlights:

  • Competitive salary and benefits package
  • Hybrid working arrangement
  • Flexible working hours

Job Description

As a Trusts, Estates, and Probate Manager, you will be based in our Exeter office and will be responsible for leading the management and delivery of probate services from start to completion on a wide range of projects with varying complexities. You will build strong relationships with clients, providing a high-quality service with empathy, and will be responsible for preparing IHT accounts, advising on IHT, preparing estate accounts, and managing billings and reporting functions.

Requirements:

  • Experience in delivering probate services within a professional services environment
  • Career background developed ideally within accountancy practice or other legal firm services background
  • Relevant qualifications, such as ATT, CTA, or STEP

We are seeking a highly skilled and experienced professional to join our team. If you are passionate about delivering exceptional service and have a strong background in trusts, estates, and probate, we encourage you to apply.



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